Skip to content
Disclosery

KEYVANTAGE WEALTH, LLC: SCHR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KEYVANTAGE WEALTH, LLC on SCHR, newest first. How the timeline and the estimate are built.

KEYVANTAGE WEALTH, LLC held 22,091 SCHR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,091 shares
    Change vs previous 13F -80,682 shares

    0.21% of the 13F portfolio, value $544,764.

    13F-HR 0001765380-26-000335 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 102,773 shares
    Change vs previous 13F -10,337 shares

    1.13% of the 13F portfolio, value $2,560,075.

    13F-HR 0001765380-26-000153 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 113,110 shares
    Change vs previous 13F -358,697 shares

    1.21% of the 13F portfolio, value $2,836,799.

    13F-HR 0001765380-26-000084 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 471,807 shares
    Change vs previous 13F +21,552 shares

    4.97% of the 13F portfolio, value $11,856,510.

    13F-HR 0001765380-25-000448 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 450,255 shares
    Change vs previous 13F -311 shares

    5.06% of the 13F portfolio, value $11,269,883.

    13F-HR 0001765380-25-000319 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 450,566 shares
    Change vs previous 13F not available

    5.45% of the 13F portfolio, value $11,201,071.

    13F-HR 0001765380-25-000182 filed by KEYVANTAGE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).